Q: Can you comment on latest news today about PKI valuation by Engine Capital. What might transpire going forward? What impact do you think it will have on share price? Is this a time to buy?
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Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Can I get your thoughts on the recent results and has it changed your view of the stock?
Thanks
Q: Hi Peter
got a small position in TFSA and my rrif
has been holding for a few years and under water
I have FTS, ENB; BCE and some bank stocks (RY, TD)
wonder it is worthwhile to hang on or switch to
any of the above
I am retired
thanks
Michael
Q: I hold PKI with a 30% loss in my TFSA. Should I hold or sell to invest in something more promising (it would have no significant influence on overall diversification)?
Read AnswerQ: Hi, I’m looking at the current 13% dividend for PKI. What is the likelihood of a cut? Their longer term guidance sounds optimistic in this environment. You mentioned M&A in your reply to Gregory. Have you any potential candidates in mind who would be interested? ATD is obvious but would the government approve? Anyone else? Thanks! Heather
Read AnswerQ: Thoughts on the guidance they released?
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Parkland Corporation (PKI)
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Superior Plus Corp. (SPB)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: A full analysis please. In my opinion the metrics are not good however it is being rated a buy by analysts. I am curious as to your thoughts versus theirs. Thanks
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Parkland Corporation (PKI)
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Freehold Royalties Ltd. (FRU)
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North West Company Inc. (The) (NWC)
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Exchange Income Corporation (EIF)
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Topaz Energy Corp. (TPZ)
Q: Good Morning
I woud appreciate it if you could provide me with Credit Ratings for the following companies as I have been unable to find the information. Maybe your Bloomberg will help me.
EIF, NWC, TPZ, FRU, PKI.
Do you consider the credit Rating to be a very important metric by which one can judge the safety of a company and of it's dividend?
Thank you............ Paul W. K.
Q: Hi. I was considering selling Superior Plus for a tax-loss. Do you have a suggestion for its replacement? I likely will not re-purchase SPB. Thanks,
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Parkland Corporation (PKI)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Invesco Solar ETF (TAN)
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Vanguard Total International Stock (VXUS)
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MercadoLibre Inc. (MELI)
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Vanguard FTSE Developed Markets ETF (VEA)
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SVB Financial Group (SIVB)
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DocuSign Inc. (DOCU)
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SolarEdge Technologies Inc. (SEDG)
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ARK Innovation ETF (ARKK)
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Global X MSCI China Consumer Discretionary ETF (CHIQ)
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ARK Genomic Revolution ETF (ARKG)
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ARK Autonomous Technology & Robotics ETF (ARKQ)
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Paramount Global (PARA)
Q: Hi! Doing some cleaning up and wondering if these are buy, sell, or hold. In reference to Shane's comments I also agree that it wasn't too long ago that so many advisors were recommending growth stocks at lofty prices. Having always been a more of a value investor I dipped my toes, but am feeling like I'd be too scared to ever enter any kind of a growth stock again. I know if interest rates peak you feel these can do well again but only time will tell and many investors have lost lots of money on the high growth names like in Cathy Wood's funds. Happy to hold any of these names if there could ever be a turn around. Thank you!
Read AnswerQ: Does PKI's current unattractiveness come down to its debt ratio or to end-of-year selling-the-losers? Everything else in energy is doing so well. Supposing tax loss sales peter-out and interest rates stabilize, does PKI become attractive as an income investment?
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Q: This morning Simpson Oil Limited Provided an Early Warning Disclosure Regarding Investment in Parkland Corp. plus PKI say that third-quarter results will fall short of its expectations.
Will this have a major affect on PKI and if so should I get out of this stock asap?
Q: Peter; Apples and oranges but which one do you prefer in todays environment? Thanks. Rod
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Enbridge Inc. (ENB)
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Parkland Corporation (PKI)
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Granite Real Estate Investment Trust (GRT.UN)
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BMO Low Volatility Canadian Equity ETF (ZLB)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I have these Equities in a RIF Account and I would like to add cash I have available. Please let me know your preferences and maybe your reasons if possible.
Thank you as always.
Albert
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Intel Corporation (INTC)
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NVIDIA Corporation (NVDA)
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Walgreens Boots Alliance Inc. (WBA)
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3M Company (MMM)
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Philip Morris International Inc (PM)
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Williams Companies Inc. (The) (WMB)
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Bank of Nova Scotia (The) (BNS)
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Capital Power Corporation (CPX)
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Parkland Corporation (PKI)
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ATS Corporation (ATS)
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Richards Packaging Income Fund (RPI.UN)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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K-Bro Linen Inc. (KBL)
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A&W Revenue Royalties Income Fund (AW.UN)
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Acadian Timber Corp. (ADN)
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Boston Pizza Royalties Income Fund (BPF.UN)
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goeasy Ltd. (GSY)
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Blackstone Inc. (BX)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Trisura Group Ltd. (TSU)
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Stag Industrial Inc. (STAG)
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Scotts Miracle-Gro Company (The) (SMG)
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SVB Financial Group (SIVB)
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Crocs Inc. (CROX)
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Fox Factory Holding Corp. (FOXF)
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Lantheus Holdings Inc. (LNTH)
Q: Can you provide a 'buy' list for a person wanting to deploy $200,000 (inside RRSP) with the goal of creating 5% or more sustained cash flow - as well as growing the original capital to keep up with inflatiion? We do not have company pensions - this would serve to supplement our government pensions.
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan
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Parkland Corporation (PKI)
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Magna International Inc. (MG)
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Tamarack Valley Energy Ltd. (TVE)
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Maverix Metals Inc. (MMX)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Having sufficient cash flow and/or ready liquid cash on hand plus sufficient prospective new business in the hopper to get to the other side of this nasty market being the criteria, in which order would you liquidate?
Carl
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Park Lawn Corporation (PLC)
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Descartes Systems Group Inc. (The) (DSG)
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FirstService Corporation (FSV)
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Parkland Corporation (PKI)
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TFI International Inc. (TFII)
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
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goeasy Ltd. (GSY)
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Boyd Group Services Inc. (BYD)
Q: Taking into consideration current valuations and quality of these companies please rank these companies. Do any in particular look like interesting buys at the moment?
Thank-you.
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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TC Energy Corporation (TRP)
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Cameco Corporation (CCO)
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Parkland Corporation (PKI)
Q: Hi 5i
I have too many stocks and am starting to pare back. I have these five stocks in Energy. Which two would you sell? To which stock(s )would you add the cash from the sale.
Thanks for the excellent advice. It is so comforting to have 5i to ask questions of. It is hard to be objective sometimes when it is your own portfolio.
Cathy
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Sylogist Ltd. (SYZ)
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Park Lawn Corporation (PLC)
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Methanex Corporation (MX)
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Parkland Corporation (PKI)
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TMX Group Limited (X)
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Tricon Residential Inc. (TCN)
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Knight Therapeutics Inc. (GUD)
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Savaria Corporation (SIS)
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Acadian Timber Corp. (ADN)
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Leon's Furniture Limited (LNF)
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Evertz Technologies Limited (ET)
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WELL Health Technologies Corp. (WELL)
Q: Ignoring company size and sector diversification, can you please rank these stocks on a best to worst risk / reward basis for long term hold. I own them all in various accounts with a half position or less so my plan would be to let some go and increase position in others with better potential. Any of them you consider good buy at the moment? Thank you!
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Q: Can I get the fundamentals on these companies.
How do you see them performing in an inflationary environment.